Clarus Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-658
| Closed | -$62K | – | 453 |
|
|
2019
Q2 | $62K | Sell |
658
-984
| -60% | -$92.7K | 0.04% | 248 |
|
|
2019
Q1 | $156K | Buy |
1,642
+9
| +0.6% | +$855 | 0.12% | 133 |
|
|
2018
Q4 | $141K | Buy |
1,633
+235
| +17% | +$20.3K | 0.22% | 126 |
|
|
2018
Q3 | $158K | Buy |
1,398
+197
| +16% | +$22.3K | 0.1% | 164 |
|
|
2018
Q2 | $115K | Buy |
+1,201
| New | +$115K | 0.09% | 179 |
|